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customer type: Can Quickbooks send automatic statements to clients with positive balances?

Tedious?

Customers menu or Home Page.

Create Statements.

Put the Date, such as Today.

Pick the date range, such as Jan 1-Today.

Look on the Right. Select, such as Not for accounts at 0, and Not for accounts under .01.

I then Preview. If I like how it looks, I close the Preview and hit Email.

Pay […]

Resolution for 'customer type issue: 'Can Quickbooks send automatic statements to clients with positive balances?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'Can Quickbooks send automatic statements to clients with positive balances?', click the link below:

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customer type: Can I add a custom field to all current customers and jobs?

The “Identifier” or Field becomes available Everywhere, because you checkmark where it is “in use.”

You need to Populate that with the selection you intend to use it for, and that would be done using Add/Edit Multiple.

Using one of the provided fields works better, if it meets your needs. For instance, […]

Resolution for 'customer type issue: 'Can I add a custom field to all current customers and jobs?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'Can I add a custom field to all current customers and jobs?', click the link below:

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customer type: How can I set up a report with Multiple Names to include all names except a handful (i.e. a NOT function) which will automatically create new customers as selected?

Are you using Customer Type? That is how you can assign, for example:

Rep Vs Direct

Then, a lot of the customer reports are filtered NOT on names, but Customer Type. Select that one Type.

Resolution for 'customer type issue: 'How can I set up a report with Multiple Names to include all names except a handful (i.e. a NOT function) which will automatically create new customers as selected?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'How can I set up a report with Multiple Names to include all names except a handful (i.e. a NOT function) which will automatically create new customers as selected?', click the link below:

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customer type: How can I sort my bills by customer?

So we all talk about the same thing, bills are what you receive from a vendor (his invoice to you his customer), you send invoices to the customer

When you click customers in the left side menu, customers are listed alphabetically, clicking one of the summary boxes at the top will […]

Resolution for 'customer type issue: 'How can I sort my bills by customer?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'How can I sort my bills by customer?', click the link below:

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customer type: Why can I not send a statement to a “sub” account? It keeps saying “No statement available” even though there are outstanding invoices. What’s the problem?

First, let’s make sure you have your sub-customers set up correctly:

Creating Sub-customers

Once that’s all set, you can send a statement to a sub-customer by going to Customers and clicking on the sub-customer you want to send the statement to.

From there click on the arrow next to New […]

Resolution for 'customer type issue: 'Why can I not send a statement to a “sub” account? It keeps saying “No statement available” even though there are outstanding invoices. What’s the problem?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'Why can I not send a statement to a “sub” account? It keeps saying “No statement available” even though there are outstanding invoices. What’s the problem?', click the link below:

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customer type: I have a child care business and I need parents names associated with more than one child. Can I bill the parent for child care services provided for different children?

Create the parent as the customer, and each child as a sub customer

 

 

 

Resolution for 'customer type issue: 'I have a child care business and I need parents names associated with more than one child. Can I bill the parent for child care services provided for different children?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'I have a child care business and I need parents names associated with more than one child. Can I bill the parent for child care services provided for different children?', click the link below:

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customer type: Deleting a Customer Type

You need to go to Company Prefs, Customers, and there you can add or delete the types. There is an exception to this. Past transactions made with that type will not remove that type. The change in the type list will only be seen moving forward. Any existing […]

Resolution for 'customer type issue: 'Deleting a Customer Type' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'Deleting a Customer Type', click the link below:

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customer type: I’m setting up a brand new company file, which has some default customer types. I’d like to replace them, but can’t see how to delete them — only add new ones.

I’m setting up a brand new company file, which has some default customer types. I’d like to replace them, but can’t see how to delete them — only add new ones.

Start at Lists | Customer & Vendor Profile Lists | Customer Type List.

Resolution for 'customer type issue: 'I’m setting up a brand new company file, which has some default customer types. I’d like to replace them, but can’t see how to delete them — only add new ones.' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'I’m setting up a brand new company file, which has some default customer types. I’d like to replace them, but can’t see how to delete them — only add new ones.', click the link below:

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customer type: I want to change entries in the Customer Type list. What are the implications of doing this for existing customers who are in a type that I change?

You cannot delete a list element that is in use. You would need to change the customers to another selection or to no selection, first.

You can rename them, and this Relational Database is using this entry from that one List, so it will be as if it never existed as […]

Resolution for 'customer type issue: 'I want to change entries in the Customer Type list. What are the implications of doing this for existing customers who are in a type that I change?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'I want to change entries in the Customer Type list. What are the implications of doing this for existing customers who are in a type that I change?', click the link below:

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customer type: How to set customer 1st and not a sub and bill other?

I’d be happy to help to the best of my abilities!

From what I understand, you either don’t want a customer to be a sub-customer, you want them to be the main (parent) customer… OR, you want them to be both a sub-customer and a parent customer at the same time?

As […]

Resolution for 'customer type issue: 'How to set customer 1st and not a sub and bill other?' available: Yes.

The customer type issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the customer type issue yourself by looking for a resolution described in the article. If it is a complex customer type issue or you are unable to solve the issue, you may contact us by clicking here or by using other customer type support options.

For more information about resolving issues related to customer type in Quickbooks/QBO or to get support for the issue 'How to set customer 1st and not a sub and bill other?', click the link below:

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